daz999999999
07-16
$IBM(IBM)$  


The Bull Case (Why It Might Be a Dip-Buying Opportunity)

Deep Discount: 

The historic selloff has dragged the stock down heavily (hugging around $214), compressing valuation multiples and offering a much cheaper entry point for long-term believers.

Solid Dividends: 

IBM boasts a 31-year consecutive streak of dividend increases, offering a dividend yield near 2.3% that lets investors "get paid to wait".

Long-Term AI & Cloud Play: 

Supporters argue that its foundational hybrid cloud footprint, software segments (like Red Hat), and enterprise AI positioning remain fundamentally resilient despite temporary quarterly bumps.

Strong Buy : Buy at $200 and sell at $269 ballpark in next 9 months; that's still a major discount from its 330$ price tag just a few weeks ago......it's bargain basement buying now !!!

$SanDisk Corp.(SNDK)$  

SanDisk (SNDK) had investors all in shock at how the stock behaved early in pre-market. Let's see how the day turns out for all the Chip stocks. 


Memory Enters Bear Market: Micron -30% From Highs, Yet SanDisk Still +580% YTD — Make Sense of It?
The memory sector kept diverging Friday: SanDisk (SNDK) −3.99%, Micron (MU) −0.50%, while SK Hynix (SKHY) edged up 1.13%. The contrast is stark — memory chips have "officially entered a bear market," with Micron down 30% from its peak despite surging AI demand, yet SNDK is still up 580% YTD and called a screaming buy, and Micron draws bulls on strong Q3 results and raised guidance. Seeking Alpha flags Hynix's HBM tailwinds but warns on ADR premium and cyclicality. With "bear market" and "+580% YTD" coexisting, do you trust the AI supercycle — or a cycle peak?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • 3nn
    07-16
    3nn
    Nah this is going down instead
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